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600708.SS$3.23-0.62%
Fair $3.23+0.0%

600708.SS

Bright Real Estate Group Co.,Limited

Real Estate / Real Estate - DevelopmentShanghai

$3.23

-0.02 (-0.62%)

Fairly Valued+0.0%Fair Value $3.23Fund rank 20/100 · Data gapFallback financials|
SA 8/F
F-Score: 2/9
High DebtDeclining RevenueLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 0.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

8/100

F

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Debt-to-Equity ratio is 3.94, above the 2.0 threshold Revenue has declined for 3 consecutive years ROE is -59.0%, below the 5% threshold
Thesis & Journal · 600708.SSLocal privado en este navegador · Bright Real Estate Group Co.,Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$7.2B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-59.0%

↓

Gross Margin

7.0%

↓

Debt/Equity

3.94

↑
52-Week Range$3
$3$5

TradingView lightweight chart

600708.SS price, volumen y niveles de valoración

Último $3.230Periodo +66.4%
Fair value: $3.230

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-35.3%

FCF CAGR

-46.8%

FCF margin

12.4%

FCF / Net income

-0.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.48B · net income $-3.65B · FCF $553.6M

2022-FY → 2025-FY

Gross margin

7.0%-11.4% pts

Operating margin

-1.8%-10.7% pts

Net margin

-81.6%-81.9% pts

FCF margin

12.4%-9.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.48B$4.48B$5.55B$8.60B$16.54B
Net Income$-3.65B$-3.65B$-948.4M$33.8M$51.2M
EBITDA$-2.50B$-2.50B$-23.1M$1.17B$1.43B
EPS-1.64-1.64-0.430.020.00
Gross Margin7.0%7.0%7.7%17.6%18.4%
Operating Margin-1.8%-1.8%-2.8%6.3%8.9%
Net Margin-81.6%-81.6%-17.1%0.4%0.3%
Balance Sheet
Debt/Equity3.943.943.343.062.91
Current Ratio3.423.42———
Cash Flow
Free Cash Flow$553.6M$553.6M$-1.14B$-902.5M$3.67B
Returns
ROE-59.0%-59.0%-9.6%0.3%0.5%
Valuation
P/E———140.792000.00
EV/EBITDA———26.7988.16
P/B1.161.160.890.449.48
Growth & Yield
Revenue Growth-19.4%-19.4%-35.5%-48.0%—
EPS Growth-285.3%-285.3%-2899.3%1166.7%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -3.0%

Total return

-3.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.43 → -1.64

Residual

-3.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-3.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.